How To Build a Spreadsheet – Spreadsheets are an essential business tool and create well-organized graphs. Most spreadsheet programs, you can also use mathematical formulas to create very accurate perspectives on financial information. Follow the steps below to create a spreadsheet that sea easy to read and use.
1. There are many popular choices when it comes to choosing a spreadsheet program. Choose one of the following, based on your computer and the internet service you have.
Use the Microsoft Office Excel program. This is the most used in companies that have purchased a license for all the computers in their offices. It is user friendly and there are a lot of useful tips for its use available on the internet.
Download Apache Open Office. This is the open source spreadsheet program, based on many aspects in Microsoft Excel. Many of the tutorials created for Excel can help you to use Open Office Calc. This program is free and for personal use.
Use the Google Docs / Drive spreadsheet program. If you want to access your spreadsheet from nine, or need multiple users to edit, then this is the best choice. It’s a free service associated with your Google account. Go to Google.com/Drive.
Use the Apple iWork program. The spreadsheet program is called “Numbers”. It may not be as powerful as other programs, but it will work well for people who want to give it personal use.
1. Identify the reason for creating a spreadsheet. It could be anything finance related, such as a budget, or inventory to keep track of completed work. The success of your spreadsheet will depend on how clear and useful this one is.
If you need to create a spreadsheet about a topic that is new to you, you can search an Excel template online for your topic. You can also find one under the “File” menu and see if there is an option that says “Templates”.
2. Prepare your data to be able to enter them. You may need to collect receipts, log books, and other information on your desktop to complete your spreadsheet.
1. Open a new worksheet. Click “New” or “Create” in most programs.
If you consider it necessary to have a section for the description, you can leave several rows of space under the title or other descriptive areas.
2. Locate a title for the worksheet in the first row of it, starting on line A1. You can then continue formatting the title and combining cells.
3. Choose the headings that will be at the top of each column. Make sure you are accurate and use common sense so you do not confuse the reader.
Try to make a list of the metrics that you would like to track, once you have collected the data and before you start uploading it to the spreadsheet. You can choose headings like date, product, expense, cost, budgeted cost, savings, discount or seller.
Make sure that the left-most column identifies the line item you will use to separate and populate the spreadsheet. This is the way in which you will divide the worksheet into rows that will have a meaning associated with each.
For example, if you make a budget, you may need to include the expense category in the left column. Then, you can enter the cost information or other monthly information in the other columns. If you track sales representatives, then your left column should be “Sales Representative’s Name”.
4. Add a “Total” column at the end of the rows and / or at the end of the columns.
If you make a total of the expenses for a month, it would be convenient that you put a row labeled “Total” under the spreadsheet, where you can add items in the columns. If you make the total contributions of the sales representatives, it would be convenient to place a column at the end of the others, which shows the total sum of sales.
5. Enter your data line by line in your spreadsheet. Leave the total columns blank for now.